See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,243 | $121,625-48.0% | $104,607-39.5% | $158,922-60.2% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 18.46% | 465.26%-446.8pp | 340.46%-322.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,029 | $3,163-35.8% | $2,681-24.3% | $4,761-57.4% |
| Participant deferral / active EE | $2,578 | $4,177-38.3% | $3,740-31.1% | $5,982-56.9% |
| Admin fee / account holder | $293 | $7,787-96.2% | $6,473-95.5% | $11,246-97.4% |